+594.5%
ADI vs CSGP
+45.2%
+549.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.5% |
| 7D | +0.4% | -4.1% | +4.5% | +2.0% |
| 30D | -3.8% | +2.3% | -6.1% | -5.3% |
| 3M | -15.3% | -8.2% | -7.1% | -14.4% |
| 6M | +6.7% | -35.1% | +41.8% | +23.7% |
| YTD | +34.8% | -54.0% | +88.8% | +79.4% |
| 1Y | +49.0% | -65.3% | +114.3% | +125.6% |
| 3Y | +108.1% | -62.6% | +170.6% | +196.1% |
| 5Y | +142.4% | -64.8% | +207.3% | +244.1% |
| All | +594.5% | +45.2% | +549.3% | +409.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CSGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling